Adding a Plan for a Participant
Aug 09, 2025
1 month ago
3 Steps
How to add a Plan for a Participant. Follow these steps to add a Plan for a participant
Step-by-Step Guide
1 Click on “Participants” from the left hand menu.
This will open the Participants list. Locate the participant you want to add a plan for
2 Click on the radio button name and Click View and then Navigate to the NDIS Plans Tab
The NDIS Plans tab lists all the participants plans. A Participant can have many plans over time BUT only one can be active at a time. If you are adding another plan just ensure you INACTIVE the existing plan and add another one noting that the dates dont overlap
3 Select Add Plan
This opens the New Plan Dialogue box. Fill in the necessary information such as plan date and amount and ensure you select ACTIVE. Then Click on “Save” button to add the plan. The plan will be added
